Client Services Analyst

1 - 5 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a critical member of the Investor Relations / Client Service group at Millennium Management, your role will involve a strong focus on documentation, reporting, and data review. You will need to be detail-oriented and client-focused, efficiently managing investor-related tasks while collaborating with stakeholders. **Key Responsibilities:** **Principal Responsibilities:** - Assist with investor fund documentation and liaise with the fund administrator. - Organize, review, and upload investor documentation into the CRM system. - Update CRM/investor database with investor account details and trade documentation. **Compliance And Regulatory Tasks:** - Conduct compliance checks (e.g., AML, CFTC) on prospective and existing investors. - Liaise with internal compliance and accounting teams to ensure adherence to regulatory requirements. **Reporting And Analysis:** - Prepare internal and external reports in Excel to analyze investor base, asset flows, and other key metrics. - Update fund information in relevant databases. **Investor Relations Support:** - Assist in the completion of Due Diligence Questionnaires (DDQs) and Requests for Proposals (RFPs). - Support the preparation and review of marketing materials. **Qualifications Required:** - **Education:** Bachelor's Degree required (preferably in Finance, Business, or a related field). - **Experience:** 1-2 years of experience in a similar role, preferably at an asset management firm, hedge fund, or financial services company. - **Skills:** - Excellent planning and organizational skills. - Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint). - Detail-oriented with the ability to manage multiple tasks and prioritize in a time-sensitive environment. - Strong written and oral communication skills. - Client-service focused with a proactive and problem-solving mindset. **Preferred Skills:** - Familiarity with compliance processes (e.g., AML, CFTC). - Experience working with CRM systems and investor databases. - Knowledge of asset management or hedge fund operations is a plus.,

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